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CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
American Funds Capital World Gr&Inc 529A
Price$72.14
Change-$0.20 (-0.28%)
VolumeN/A
Net Assets137.74B
Hartford Climate Opportunities F
Price$18.70
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets125.49M
CWIAX vs HEOFX Comparison Chart in %
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CWIAX vs. HEOFX commentary
Jul 25, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIAX is a StrongBuy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 138B vs. HEOFX (125M). CWIAX pays higher dividends than HEOFX: CWIAX (1.46) vs HEOFX (0.72). CWIAX was incepted earlier than HEOFX: CWIAX (23 years) vs HEOFX (8 years). HEOFX (0.79) and CWIAX (0.78) have similar cost to investors . HEOFX is a more actively managed with annual turnover of: 108.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEOFX: CWIAX (250) vs HEOFX (1000000). HEOFX (13.31) and CWIAX (13.06) have marching annual gain over last year. HEOFX (56.56) and CWIAX (55.00) have equivalent 5 years return.
| CWIAX | HEOFX | CWIAX / HEOFX | |
| Total Expense Ratio | 0.78 | 0.69 | 113% |
| Annual Report Gross Expense Ratio | 0.78 | 0.79 | 99% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 14.959 | 15.812 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 125M | 110,400% |
| Annual Yield % from dividends | 1.46 | 0.72 | 203% |
| Returns for 1 year | 13.06 | 13.31 | 98% |
| Returns for 3 years | 51.14 | 39.63 | 129% |
| Returns for 5 years | 55.00 | 56.56 | 97% |
| Returns for 10 years | 86.69 | N/A | - |
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